Marilyn Rios
Advisor at Dakota Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dakota Wealth, LLC
Location
Portsmouth, NH 03801
Credentials
Series 63, Series 65
Industry experience
24 years
About
Marilyn Rios is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Dakota Wealth since 2017, including its predecessor firm Oakmont Partners, and has prior experience with LPL Financial and Genery Wealth Management. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm uses a diversified, research-driven approach to construct customized portfolios and offers unique services such as managing a registered mutual fund and acting as sub-adviser to an ETF.
Client services
Based on Dakota Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Outsourced investment advisory services for other advisers; tax preparation/filing
Outsourced investment advisory services for other advisers; tax preparation/filing
Expertise
Based on Dakota Wealth, LLC
Private / alternative investments
Active portfolio management
Real estate investing
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
Location
147 Middle Street
Portsmouth, NH 03801
Most active in
Marilyn R has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Work history
Dakota Wealth, LLC
2019 - Present (7 years)
Dakota Wealth, LLC (Formerly OAKMONT PARTNERS, LLC)
2017 - 2019 (2 years)
LPL Financial, llc
2015 - 2016 (1 year)
Genery Wealth Management, LLC
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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